Platinum includes everything in the GOLD package plus all the modules:

Document Management:   Document scanning,  and management for a paperless office. Whatever you can see, you can capture and save directly to a client!

e-mail:  Powerful integrated e-mail

ACORD© fillable forms:   Over 800 available ACORD© fillable forms.

Company Specific fillable forms

Carrier Access:   Instant  automatic Carrier Login with username and password.  Instantly login to company websites from your client file.

Accounting:  Eliminates double entry.  From the original payment  entry screen, our accounting package transfers all the data directly to Accounts Receivable / Cash Received and to Accounts payable, to the trust account, to trust account reconciliation.

• Accounts Receivable / Cash Received
• Carrier Commission Statement Reconciliation: Commission receivable from Carrier
• Accounts Payable
• Trust/Escrow Account
• Reconcile Trust
• Reconcile Trust History
• Renew a Policy    (posts to Acc Rec,  Acc Payable, Carrier commission rec, and producers comm. payable)
• Endorse a policy   (posts to Acc Rec,  Acc Payable, Carrier commission rec, and producers comm. payable)
• Rewrite a Policy   (posts to Acc Rec,  Acc Payable, Carrier commission rec, and producers comm. payable)
• Cancel a Policy  (charges back Carrier commission rec, and producers comm. payable)
• Reinstate a Policy   (posts $ from charegeback back to Carrier commission rec, and producers comm. Payable. Adjusts for lapsed days.
• View Policies that are set to cancel
• Invoice a Policy
• Invoice Aging Report
• Tracks and Records Customer Payments received in the agency
• Prints customer receipts
• Broker Fee Tracking
• Policy: New Business; Endorse; Cancel; Reinstate; Rewrite; or Renew
• No need for quick books, tracking donw within AM accounting
• No monthly closing required
• Manage Trust/Escrow account
• Automatic handling of Sweep accounts  (no need for separate account)
• Print checks to Carrier: using Quick Books style 3 on a page
• Current checking account balance at any time
• Agency Commission Reconciliation
• Producer Commission Payable: Flat amount; percentage; endorsement; NSF chargeback; cancellation chargeback; New Business; Renewal; Rewrite; and client payment broker fee
• End of Day Cash Drawer Balancing
• Payment report for all clients or filter into client on screen
• Agency / Broker Fee Accounting
• Bank Statement reconciliation
• Reconciliation history
• Handles Split Down Payments & Other Monies Due Agency
• Deposit slip Preparation
• Handle Customer Payments With EFT Tracking &  Co. Check Writing
• Automated Receipt / Remittance Management - Makes end of the day accounting tasks easier to manage and records better organized!
• Complete trust account with check printing and sweep payment tracking
• Comprehensive accounting reports keep you on top of your cash flow 

• Handles all payments, including pickup payments. Generates statements and receipts.
• Tracks commissions due the agency for easy reconciliation with carrier statements
• Policy history shows all changes to a policy since its inception
• Handles multiple offices and multiple trust accounts
• Policy Accounting History
• Deferred/Pick-up payment & Promissory note Cash Received
• Payables
• Sweeps Paid
• Checks not yet printed
• Checks and transfers paid
• Reconcile (can use separate discounts rate for all forms of payments using credit cards)
• Reconcile History
• Track Multiple Trust/Sweep Accounts
• Deposits Register: Applied and Non-Applied deposits
• Receivable: Cash; Check; MC/Visa; Carrier ck; AMEX; Carte Blanc; Diners Club; Novus; Debit Card; Electronic Check; Money order; and Promissory Note.
• NSF Report  and Chargeback  (Chargeback will debit carrier commission rec & producers comm. Payable)
• Check or Transfer to Operating Account
• Current Balance
• View all accounting operations ever performed on the policy
• Fields include: Accounting category; Reason; Date; Receivable; Payable; Carrier Commission due etc
• NSF chargeback
• Cancellation chargeback
• Pay either using a flat $ amount or % for commission or broker fee
• New Business Commission
• Renewal Commission – manual or automatic
• Endorsements
• % of Broker Fee
• % of any fee including client payment fee
•  

 Reports on Commission; Accounts receivable; Accounts Payable; Invoice Reports;  Loss Payee/Mortgagee; Renewal reports; cancellation reports; commission reports from company and for producers; All current, expired, cancelled policies are available to view, and many more